Stock Doc

Medicine is my job. Stocks are my passion. Long on $CGEH and $AMPG - NFA

[Stock Doc @StockDocEM]

$AIRJ is the newest name I added yesterday. This comprehensive and compelling write up by the bright young @accounting_ds is really what sold me. I’ve also seen some other accounts I really trust and respect talking about it including @mkfilko and @chinoalemano. This company has come up with an ingenious solution to the water bottleneck for data centers.

I think this name will really resonate with the $AMPG and $TRT crowd. Chart looks super healthy having broken through the 200 day SMA and now bouncing off of it as support. Tons of room to run from current price at $4.85 with ATH $21.

I suspect this stock is about to gain a ton of traction on X and could really rip. After extensive research over the last two days I intend to double my position Monday morning.

[Daniel S @accounting_ds]

https://t.co/Td7JCWNujs

[Stock Doc @StockDocEM]

@renstocks_ This is a $CGEH post. If you missed $BE and are looking for the next 10x in the sector, $CGEH is the play.

[Stock Doc @StockDocEM]

@asklivermore $AMPG still being slept on. Most asymmetric bet in the 5G sector. Only American made Massive MIMO radio. High profile partners including NVIDIA, Amazon, NASA, Lockheed Martin, IBM. TTM revenue growth 149% still only valued at $220m market cap, it’s a $1b company minimum.

[Stock Doc @StockDocEM]

@AndrewEmslie Around Aug 13, not official yet.

[Stock Doc @StockDocEM]

$AMPG is a 10 bagger which is why I haven’t sold a single share despite being up nicely. If a little red day shakes you out, you don’t understand the thesis. This is an obvious hold till earnings at least. Many hints point to a knockout Q2. But don’t take my word for it. Check the posts of the guys doing the heavy lifting on this stock:
@chinoalemano
@PSInvestor
@ROIRecruiter
@EhrmantrautCap_
@mkfilko

[Stock Doc @StockDocEM]

@PSInvestor Dilution doesn’t necessarily have to be the worst thing in the world. If done strategically around bullish announcements and stock growth it doesn’t kill the stock. And it’s necessary for expansion. I trust this team.

[Stock Doc @StockDocEM]

$AMPG is about to explode. Remember when the short squeeze rocketed $MNTS 90% in one day? Now $AMPG. See you at $20 🚀

[Matt @ROIRecruiter]

Would you look at this! $AMPG touched $10 yesterday and the shorts are feeling more pressure.

• Short interest sits around 36% of float
• Borrow fee has surged to 166%
• Borrow fee was under 1% just two weeks ago

This is one of the more interesting risk/reward setups developing in small caps , both from a business standpoint and short squeeze set up.

Let’s keep the pressure on! 🔥

[Stock Doc @StockDocEM]

$AMPG pray for the short sellers 💀

[ChinoAleman @chinoalemano]

JUST IN: $AMPG is loading up the cannon. 🚀

AmpliTech just added two senior business development leaders, and where they come from tells you everything.

Asif Hussain: came from $NOK, where he ran multimillion-dollar deals with Tier-1 carriers.

Manish Jindal: 30+ years, came from Charter, was VP of Technology Strategy at $ERIC North America, and before that CTO of the Sprint account at Nokia.

Read that again. AMPG just hired senior people straight out of Nokia and Ericsson, the foreign giants it's trying to take share from.

They're bringing the carrier relationships, the deal experience, and the playbook from the other side of the table.

Over 50 years of telecom firepower combined.
And the timing is the tell.

You don't hire this kind of commercial horsepower to sit on a shelf. You hire it because you have pipeline to close.

CEO Fawad Maqbool said it directly: "We are at an inflection point. AmpliTech is moving from technical readiness to commercial execution. The next phase of growth requires commercial horsepower to match the strength of our product portfolio. Asif and Manish bring the carrier-level relationships and deal experience to accelerate our ability to convert qualified pipeline into booked revenue."

Connect the dots with what management already told us on the call: new major carriers likely going straight to POs, announcements coming "in the next quarter or so." Now they're staffing up the exact team to land them.

The product was already certified and deployed.

Now they're building the machine to sell it at scale, with people poached from the giants themselves.

Technical readiness, done.

Commercial execution, loading. 📡

Not financial advice. I'm long $AMPG. DYOR.

[Stock Doc @StockDocEM]

@rk8215 @chinoalemano I’ve already made a ton of money on $AMPG and $DGXX thanks to you guys. Really appreciate all the work you do.

[Stock Doc @StockDocEM]

@rk8215 I’m in both $AMPG and $DGXX with you brother. My other high conviction play is $CGEH. I’d be really interested to hear your thoughts on them. Asymmetric AI energy play.

[Stock Doc @StockDocEM]

Happens to everyone man don’t sweat it. $AMPG is a great company. Do your own DD and see if you build conviction. If you do, dips like today are perfect buying opportunities. Still could go lower given the insane run up. But I’m in this for a long term investment so short term price movement doesn’t bother me

[Stock Doc @StockDocEM]

Well put @rk8215. Anyone panicking about $AMPG today fomo bought the top and didn’t actually research the company. Pullbacks are normal in small caps. Research the company and know what you own. Add on the dips. It’s that simple.

[Johan N. @rk8215]

$AMPG one red day does not break thesis. Stop buying stocks and start owning companies.

I added today a bit to my position. NFA.

[Stock Doc @StockDocEM]

@chinoalemano Thank you and @rk8215 for getting me into $AMPG. I really think you should take a look at $CGEH and read @Longviewres report on it. It’s another asymmetric bet trading at a floor valuation with tons of upcoming catalysts.

[Stock Doc @StockDocEM]

@rk8215 @chinoalemano Thank you both for getting me into $AMPG. I really think you should take a look at $CGEH and read @Longviewres report on it. It’s another asymmetric bet trading at a floor valuation with tons of upcoming catalysts.

[Stock Doc @StockDocEM]

@chinoalemano Diagnosis: asymmetric bet

[Stock Doc @StockDocEM]

So much alpha on FinTwit if you follow the right people. Incredible sleuthing @chinoalemano. $AMPG

[ChinoAleman @chinoalemano]

JUST IN: Telus spending $66B and $AMPG seems to be involved.

Connect these two dots.

The timing is almost too good. 👀

AmpliTech MASSIVELY DERISKED after this.

➟ May 19: Telus announces a $66 BILLION investment plan for Canada. One of its pillars: converting its old corporate buildings into residential housing under "Telus Living."

➟ May 20, one day later: AmpliTech announces it received full FCC AND Canadian (ISED) regulatory certifications for its complete indoor 5G Native Distributed Antenna System. Pico Radio, Mother Hubs, Cascading Hubs. The entire end-to-end stack, cleared for immediate commercial sale and deployment across North America.

Now think about what an office-to-residential conversion actually needs.

Thousands of new apartments inside thick old buildings.

Every single one needs indoor 5G coverage.

That's literally what a DAS is for.

And who would Telus call for that?

Maybe the company whose radios are already deployed on its network.

Per Telus's own VP, every Telus Open RAN site already runs AmpliTech antennas, 2 of the 5 radios per sector.

AMPG isn't a stranger knocking on the door.

It's already inside the house.

Now it has the certified indoor product, approved specifically for Canada, the day after Telus announced the buildings.

Honest framing, because I always give it: neither announcement mentions the other. This is me connecting dots, not a disclosed deal.

The certification was surely in the works for months regardless. But an existing Telus supplier getting its indoor 5G system certified for Canada, one day after Telus commits billions to refilling buildings with residents who need coverage... those are the kinds of dots I don't ignore.

Watch this space.

Not financial advice. I'm long $AMPG. DYOR. 📡

[Stock Doc @StockDocEM]

The best thing about SpaceX is this $AMPG dip that let me load up more shares 🤑

[Stock Doc @StockDocEM]

Still only $200 million market cap. This is a $1 billion company easy.
$AMPG

[Johan N. @rk8215]

$AMPG so just so we understand why this is massive news.

We are talking about 5000 sites and around 30 000 $AMPG radios here.

Lets say one radio costs 15 000 dollars, that is $450M dollars revenue.

Project will be completed by 2029.

Samsung, one of the biggest companies in the world can not do it alone, they need $AMPG tech.

This is just one customer and one project.

NFA. DYOR! 🔥🚀

Image credits: @olyth_terminal

[Stock Doc @StockDocEM]

$CGEH blessed us with a dip this morning. Gobbled up a few more shares. Proof or it didn’t happen right? A catalyst could drop tomorrow and we’ll never see these prices again. Nasdaq listing is right around the corner. Best in class time to delivery of power will surely be rewarded with a deal. I’m positioned for the next $BE. Are you?